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About the role
Key responsibilities & impact- Guide advisors through Mariner’s platform, connecting them with subject matter experts and tailored solutions that accelerate business growth and operational efficiency.
- Collaborate with advisors to design, implement, and measure progress on growth roadmaps, providing accountability to key milestones and measurable outcomes.
- Bridge advisory teams with the Advisor Coaching and Advisor Experience teams, ensuring advisors receive cohesive, high-impact support across all development channels.
- Serve as the primary point of contact within each advisory team, proactively identifying competitive threats, spotting new trends, and surfacing opportunities for expansion.
- Recommend, implement, and support the adoption of best practices and strategies that streamline operations, enhance client engagement, and unlock additional revenue potential.
Requirements
What you’ll need- Bachelor’s degree required
- Minimum of 7 years of experience in financial services, wealth management, advisor coaching, consulting, or practice management
- CFP®, or similar industry designation
Benefits
Comp & perks- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- Building a diverse culture where everyone has support to achieve career goals
- Innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
collaborationcoachingcommunicationaccountabilitystrategic thinkingproblem-solvingclient engagementoperational efficiencytrend analysisbusiness growth
Certifications
CFP®